How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Serving the Berks and Montgomery counties, Russo Financial Group has over 40 YEARS of financial experience. We offer Investment, Taxes and Insurance. Complimentary initial financial consultation, payroll services, bookkeeping and income tax preparation and income tax filing as Enrolled Agents with the IRS are some of the services that set us apart. As Enrolled Agents with the IRS we are qualified to prepare and file income taxes for individuals and businesses.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Lifestyle considerations in creating your retirement portfolio.
Important items to consider when purchasing condo insurance.
A quick look at how federal income taxes work.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here is a quick history of the Federal Reserve and an overview of what it does.
It's easy to let investments accumulate like old receipts in a junk drawer.